Institutions / Hoxton Planning & Management, LLC / Holdings
Back to Hoxton Planning & Management, LLC

Hoxton Planning & Management, LLC

All holdings · as of Dec 31, 2025

217 positions

CompanyClassValueShares% of portfolio
LLOYDS BANKING GROUP PLC—$56.5K10,6570.0%
Amcor PLC—$123.6K14,8160.0%
NATWEST GROUP PLC—$176.2K10,0660.1%
ISHARES TR—$201.8K2,1220.1%
Jack Henry & Associates Inc—$202.6K1,1100.1%
Sony Group CorpSONYADR$202.8K7,9230.1%
VANGUARD WORLD FD—$206.8K5250.1%
ISHARES TR—$206.9K4370.1%
KLA CORP—$207.8K1710.1%
FMC CORP—$208.1K15,0000.1%
ISHARES TR—$213.6K2,9180.1%
Park Hotels & Resorts Inc.—$214.3K20,4880.1%
BOSTON SCIENTIFIC CORP—$214.5K2,2500.1%
SKYWORKS SOLUTIONS, INC.—$215.6K3,4000.1%
ISHARES TR—$215.8K1,5290.1%
Parker-Hannifin Corp—$217.1K2470.1%
Arista Networks, Inc.ANETCommon Stock$219.6K1,6760.1%
CITIGROUP INC—$219.8K1,8840.1%
TJX Cos Inc/The—$223.5K1,4550.1%
ISHARES TR—$224.6K1,6120.1%
JOHN HANCOCK EXCHANGE TRADED—$224.8K3,4330.1%
Eaton Corp plc—$229.0K7190.1%
GE Vernova Inc.—$229.4K3510.1%
ABBOTT LABORATORIES—$231.5K1,8480.1%
SCHWAB STRATEGIC TR—$232.7K9,0340.1%
Chubb Ltd—$232.8K7460.1%
AT&T INC.—$235.3K9,4730.1%
Marvell Technology, Inc.—$235.8K2,7750.1%
SPDR SERIES TRUST—$237.7K2,4450.1%
BEST BUY CO INC—$239.1K3,5730.1%
ISHARES TR—$239.2K1,6950.1%
AMERICAN CENTY ETF TR—$243.9K2,3920.1%
AGNICO EAGLE MINES LTD—$244.0K1,4390.1%
VANGUARD INDEX FDS—$250.6K7960.1%
ISHARES TR—$255.3K1,4090.1%
CHEVRON CORP—$255.6K1,6770.1%
VANGUARD TAX-MANAGED FDS—$256.4K4,1040.1%
Blackstone Inc—$259.0K1,6800.1%
Salesforce Inc—$260.7K9840.1%
CATERPILLAR INC—$261.4K4560.1%
HSBC HOLDINGS PLCHSBCADR$263.1K3,3440.1%
Garmin Ltd—$264.1K1,3020.1%
LINDE PLC—$266.1K6240.1%
VANGUARD INDEX FDS—$266.5K3,0120.1%
Seagate Technology Holdings PLC—$268.8K9760.1%
PEPSICO INC—$270.4K1,8840.1%
MICRON TECHNOLOGY INC—$277.1K9710.1%
CITIZENS FINANCIAL GROUP INC/RI—$277.9K4,7570.1%
ASTRAZENECA PLC—$278.3K3,0270.1%
ISHARES INC—$282.7K4,8860.1%
← PrevPage 1 of 5Next →